Independent Family Office, LLC Sells in Q4 2024

Independent Family Office, LLC

  • $190 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RLY
Ssga Active ETF Tr

ETFs
-111K
- 72.42%
$26.85 - $29.18 $2.98M - $3.24M
42.3K $1.14M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-16.4K
- 43.61%
$81.68 - $82.93 $1.34M - $1.36M
21.2K $1.74M
PTC
Ptc Inc.

Technology
-8.09K
- 5.81%
$175.97 - $201.89 $1.42M - $1.63M
131K $24.1M
IEF
Ishares Barclays

ETFs
-9.19K
- 35.6%
$92.08 - $98.18 $846K - $902K
16.6K $1.54M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 33.33%
$664750.0 - $724132.5 $665K - $724K
2 $1.36M
VIG
Vanguard Dividend Appreciation

ETFs
-3.85K
- 12.76%
N/A
26.3K $4.79M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.93K
- 47.29%
$106.56 - $113.11 $526K - $558K
5.5K $587K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.15K
- 44.55%
$481.22 - $538.17 $555K - $621K
1.44K $733K
IAU
Ishares Gold Trust

ETFs
-6.5K
- 1.53%
$48.37 - $52.65 $314K - $342K
419K $20.8M
MSTR
Microstrategy Inc

Technology
-3.1K
- 75.61%
$162.69 - $473.83 $504K - $1.47M
1K $289K
JNJ
Johnson & Johnson

Healthcare
-2K
- 48.54%
$143.34 - $165.86 $287K - $332K
2.12K $306K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.27K
- 18.37%
$210.96 - $223.62 $268K - $284K
5.64K $1.19M
IWM
Ishares Russell 2000 ETF

ETFs
-900
- 2.29%
$216.13 - $242.4 $195K - $218K
38.4K $8.49M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-785
- 2.82%
$33.77 - $44.09 $26.5K - $34.6K
27K $916K
JPM
Jpmorgan Chase & CO

Financial Services
-1K
- 37.31%
$205.18 - $250.29 $205K - $250K
1.68K $402K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-2K
- 16.21%
$33.43 - $36.52 $66.7K - $72.9K
10.3K $348K
VPU
Vanguard Utilities ETF

ETFs
-166
- 2.71%
$160.52 - $179.11 $26.6K - $29.7K
5.95K $972K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-750
- 24.19%
$121.89 - $135.52 $91.4K - $102K
2.35K $293K
TIP
Ishares Tr Tips Bd ETF

ETFs
-5
- 0.02%
$106.33 - $110.69 $532 - $553
20.3K $2.17M
GLD
Spdr Gold Trust

ETFs
-160
- 0.51%
$236.59 - $257.5 $37.9K - $41.2K
31.5K $7.62M
PEP
Pepsico Inc

Consumer Defensive
-57
- 3.18%
$151.29 - $176.1 $8.62K - $10K
1.74K $263K
AAPL
Apple Inc.

Technology
-500
- 7.33%
$221.69 - $259.02 $111K - $130K
6.32K $1.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-308
- 2.07%
$521.84 - $558.82 $161K - $172K
14.5K $7.83M
WOOD
Ishares Global Timber & Forest
-2.7K
- 35.06%
N/A
5K $0
GOOGL
Alphabet Inc.

Communication Services
-180
- 6.81%
$161.86 - $196.66 $29.1K - $35.4K
2.46K $466K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-240
- 2.69%
$172.07 - $207.36 $41.3K - $49.8K
8.69K $1.72M
TOST
Toast, Inc.

Technology
-49.3K
- 14.74%
$27.43 - $43.54 $1.35M - $2.15M
285K $10.4M
Activity Summary
Buys All Purchases 11 New Holdings 3 Increased Positions 8 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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